Wealth.com

If your estate plan includes charitable giving, donor-advised funds (DAFs) can be a powerful tool. We're thankful that this week's host Thomas Kopelman is joined by Adam Nash, CEO and co-founder of Daffy, to discuss DAFs and their potential to simplify and supercharge your giving. ?? Key takeaways: 1. Simplify Giving: DAFs provide a single, tax-advantaged account to streamline and organize donations. 2. Maximize Benefits: Donate appreciated assets like stocks or crypto to avoid capital gains taxes and unlock deductions. 3. Plan for Impact: Fund years of giving in a high-income year and grow donations tax-free. 4. Find Causes Easily: Tools like Daffy help identify impactful charities while automating contributions. ?? As Adam Nash says, “The best way to start is just to get started.” ?? Listen to the full episode to learn how DAFs can elevate your giving on your preferred podcast streaming service. Apple: https://lnkd.in/gJjKRTMr Spotify: https://lnkd.in/gyfwBRN3 YouTube: https://lnkd.in/gAGCKyXx

We're excited to invite you to our upcoming webinar, Modernizing Estate Planning with Seamless Data Integration, co-hosted by wealth.com and Addepar. ??? Join us on December 4th at 10am PT / 1pm ET as Sara Blandford, Director of Advisory Sales, and Blake Rose, Senior Partner Program Manager, guide you through how our intuitive platform integrates with Addepar. Together, we'll explore how this integration empowers advisors to streamline estate planning with ease. This session offers an inside look at how our integration can help you scale your services, simplify estate planning complexities, and enhance collaboration with clients. ?? Reserve your spot today: https://lnkd.in/gf82pXmt

Our partnership with Merit Financial Advisors is a key step in expanding access to advanced digital estate planning solutions for advisors and their clients. As our co-founder and Chief Partnership Officer, Tim White shared: "The partnership provides Merit advisors with advanced estate planning digital resources, enabling them to more fully service their clients and enhance their practices. It’s also further validation of the work we are doing to expand our platform and deliver estate planning services that advisors want and need." Merit’s Head of Financial Planning, Joe Cilley, CFP?, echoed this excitement, highlighting how this integration enriches their mission of creating the ultimate client experience. Estate planning remains one of the most significant opportunities in wealth management, with $84 trillion expected to change hands globally over the next decade. At wealth.com, we’re committed to innovation — from AI-driven tools to scalable technology — to ensure advisors are equipped to support clients at every level. This is just the beginning, and we can’t wait to see what the future holds. Check out the latest ThinkAdvisor article here: https://lnkd.in/grJMfXyC

Exciting news! ?? Wealth.com has partnered with Merit Financial Advisors, one of the nation’s leading wealth advisory firms and InvestmentNews' 2024 RIA Firm of the Year, to deliver advanced estate planning technology to high-net-worth clients. With nearly $9 billion in assets and over 16,000 clients, Merit is a leader in wealth management. Through this partnership, Merit’s advisors can now seamlessly incorporate wealth.com's comprehensive estate planning tools into their services. As Joe Cilley, CFP?, Head of Financial Planning at Merit, puts it, “This partnership represents a powerful combination of our decades of experience and the best in tech-enabled estate planning.” Together, we’re setting a new standard in tech-driven estate planning, helping secure financial futures for generations to come! ?? ?? Learn more here: https://lnkd.in/gRRjXYvp

Will you be at #SchwabIMPACT tomorrow? If so, be sure to stop by our booth (#506) to meet our team, learn how we’re transforming estate planning at wealth.com, and grab some exclusive wealth.com merch! You can also schedule a meeting with us in advance by emailing us at [email protected]. We look forward to seeing you there! ???

Last chance to register! ? Curious about how you can play a bigger role in your clients' estate planning? Join us for an insightful session with David Haughton, JD, CPWA?, Senior Corporate Counsel, and Eva Deniz, Client Success Manager, as they walk through strategies for engaging clients from start to finish. Key takeaways: - Who really needs an estate plan? - Essential client info for building a plan—and what happens next. - How Wealth.com's tools can help clients choose a Trust or Will-based plan confidently. Reserve your spot today: https://lnkd.in/gY7jrZtU

The countdown to #SchwabIMPACT has begun! ? In just one week, the wealth.com team will head to San Francisco, CA for one of the most exciting events in the industry. We’ll join thousands of advisers for a week of learning and networking under the iconic San Francisco skyline. Make sure to stop by booth #506 to meet the team and learn why wealth.com was rated the #1 estate planning platform by advisers in this year's T3 survey. Want to connect ahead of time? Schedule a meeting with us at [email protected]. We look forward to seeing you there! Tim White Danny Lohrfink Sara Blandford Rick Dinger Lauren Klein Donna Shin, MBA, CFP?, CEPA, CRPC?

In the latest episode of The Practical Planner Podcast, hosts Thomas Kopelman and David Haughton, JD, CPWA? discuss the importance of thoughtfully planning how to leave assets to children and minors. From structuring inheritances to supporting long-term motivation and well-being, they explore why an outright gift may not be the best option. Instead, a trust can provide flexibility and protection, with options like appointing a trustee or setting distributions based on age or terms. Watch the full episode to learn how trusts can secure a stronger financial future for the next generation: https://lnkd.in/gcn3jmQn

?? Unlock the potential of estate planning with your clients. Join us for an insightful live session with David Haughton, JD, CPWA?, Sr. Corporate Counsel and Eva Deniz, Client Success Manager as they guide you through your essential role in the estate planning process. In this session, you’ll learn: ?? Who needs an estate plan? ?? The key information you need to support your clients as they create their estate plans and what happens next. ?? How wealth.com guides clients to choose a Trust or Will-based plan with an overview of our intuitive document creation workflow. Don't miss out on this opportunity to engage your clients effectively, from start to finish. Secure your spot today: https://lnkd.in/gY7jrZtU

A very insightful article from FA Magazine featuring David Haughton, JD, CPWA?. While the Tax Cuts and Jobs Act is set to sunset at the end of 2025, any moves made before then would need to be drastic, he said. “I’ve always been a big proponent of keeping things flexible [so] if the time comes that you need to implement changes ... you have the tools to be able to do it, because you put flexible provisions into your estate plan.” Read more here: https://lnkd.in/gErhmWEU